At Akilah Waldrond CPA PLLC, our tax services are designed to simplify the complexities and ensure that you keep more of what you’ve earned. We provide personalized, proactive tax planning and preparation to minimize your tax liability while maximizing your peace of mind.
Our tax services go beyond just filing a return—we’re here to help you make sense of it all. By partnering with us, you’ll gain access to guidance that is tailored specifically to your unique situation. We take the time to understand your financial picture, identify opportunities for legitimate deductions, and reduce your overall tax burden.
We thoroughly review your financial documents, paperwork, and records to ensure nothing is overlooked. While we strive for accuracy, we also offer recommendations on how better to organize your financial records for the year ahead–making the next tax season less stressful and more predictable.
We seek to ask the right questions to uncover any tax-deductible expenses or events that might have been forgotten or overlooked. Our personalized approach often reveals savings opportunities that can significantly reduce your tax liability.
Experience a tax season that feels less like a burden and more like an opportunity. With our individualized approach, you can trust us to handle the details while striving for accuracy, and compliance.
Strategic, Individualized Tax Preparation
Quick and Secure Electronic Filing
Proactive IRS Representation
Comprehensive Year-Round Support
Monitor Personalized Deductions
Find answers to your questions related to individual tax services.
For accurate tax preparation, individuals and families should provide essential documents such as W-2 forms from employers, 1099 forms for any freelance or investment income, proof of any additional income, and documentation for deductions, including mortgage interest statements, property tax receipts, medical expenses, and charitable contributions. Additionally, it’s helpful to include any relevant bank statements and records of investment transactions. Having these documents organized will ensure a smoother and more efficient tax preparation process.
If you get examined by the IRS, you will receive a notice detailing the specific areas of your tax return that are being examined. You’ll need to provide documentation to support the information reported on your return, such as receipts, bank statements, and any relevant records. During the audit, you may be asked to clarify certain items, and you can choose to represent yourself or hire a tax professional to assist you. Depending on the audit’s outcome, you may be required to pay additional taxes, penalties, or interest, or you might receive a refund if the audit favors you. It’s essential to respond promptly and cooperate fully to resolve the audit efficiently.
Once your tax return is filed, you can generally expect your refund within 21 days if you opted for direct deposit and filed electronically. However, if you filed a paper return, it may take longer—up to six weeks or more—due to processing times. Keep in mind that factors such as errors on your return or additional reviews by the IRS can delay your refund. You can check the status of your refund using the IRS’s “Where’s My Refund?” tool for more specific information.
I can help you plan for next year’s taxes by identifying potential deductions and credits, analyzing your current financial situation, and suggesting strategies to minimize your tax liability. We’ll review your income, expenses, and any changes in tax laws to create a tailored tax plan that aligns with your financial goals. Additionally, I can assist in implementing tax-saving strategies throughout the year, ensuring you stay informed about any opportunities or adjustments needed as circumstances change.
Discover the value of a partnership that goes beyond tax and accounting, bringing you focus, support, and long-term commitment. Let’s work together to simplify your finances and build a clear path forward.
